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The Next Frontier

May 1, 2019

Our world’s larger economic forces have us convinced that our life focus should be on jobs and profits, but what we want more than anything is freedom. Founder of the Kinder Institute of Life Planning, George Kinder joins host Bill Coppel – Managing Director and Chief Client Growth Officer at First Clearing – to discuss the benefits of shifting the advisor-client conversation from money to life vision.

In this episode, you’ll hear:

  • What it looks like to focus on the human side of money
  • How institutions influence our life goals
  • What true freedom means
  • How freedom can be measured and democratized
  • The five life pursuits that people value most
  • How mindfulness is connected to happiness
  • How the Life Planning approach fits into relationships and affects generations

 Internationally recognized as the father of the Life Planning movement, George Kinder is revolutionizing financial planning with his focus on the concept of freedom. George is a Harvard graduate and after 30 years of experience in the industry and wrestling with questions about the human side of money, he founded the Kinder Institute of Life Planning. He’s a speaker and author, with his latest book, A Golden Civilization and The Map of Mindfulness, set to release in March.


Ways to contact George—


Books: A Golden Civilization and The Map of Mindfulness, The Seven Stages of Money Maturity, Lighting the Torch, and Life Planning for You